Focus Financial Network, Inc.
Sector Allocation
- Other60.3%$2.0B
- Technology21.2%$701.5M
- Financials9.2%$303.7M
- Consumer Discretionary2.7%$88.7M
- Healthcare2.0%$65.6M
- Industrials2.0%$65.0M
- Consumer Staples0.9%$29.1M
- Energy0.6%$18.8M
- Utilities0.4%$14.5M
- Materials0.3%$10.5M
AUM History
13fpro.ai/research/fund/focus-financial-network-inc-2010942
Conviction and streaks
Concentrating · top 10 = 35.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$364.2M- SCHWAB$157.1M
QQQ
$120.9MAAPL
$113.0M- ISHARES$96.1M
AMZN
$72.1M- VANGUARD$68.9M
- ISHARES$64.2M
- SCHWAB$60.4M
- PROSHARES$57.4M
SNDK
$48.3M- SCHWAB$45.6M
- VANGUARD$41.6M
- ISHARES$39.6M
IVZ
$39.0M- FIDELITY$35.2M
- VANGUARD$34.4M
- VANGUARD$32.5M
MSFT
$31.1MGOOGL
$30.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/focus-financial-network-inc-2010942
Focus Financial Network, Inc. 13F holdings — Q3 2026
$3.3B portfolio (+2.2% QoQ) · 772 holdings · Q3 2026 13F · top 10 are 36% of the stock portfolio
$364.2M
11.0% of stocks
-0.4%This quarter-2.4%Since filed8+ qtrsHeld- 2
SCHWAB STRATEGIC TR - US LCAP GR ETF
$157.1M
4.8% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $120.9M
3.7% of stocks
+1%This quarter-2.3%Since filed8+ qtrsHeld$113.0M
3.4% of stocks
+0.9%This quarter+0.3%Since filed8+ qtrsHeld- 5
ISHARES TR - CORE S&P500 ETF
$96.1M
2.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $72.1M
2.2% of stocks
-3%This quarter-2.0%Since filed8+ qtrsHeldAIQuality67.5#364Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 7
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$68.9M
2.1% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE US AGGBD ET
$64.2M
1.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$60.4M
1.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
PROSHARES TR - PSHS ULTRA QQQ
$57.4M
1.7% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $364.2M | 11.0% | -0.4% | -2.4% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $157.1M | 4.8% | +0.2% | — | — | — | — | |
| 3 | $120.9M | 3.7% | +1% | -2.3% | 8+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $113.0M | 3.4% | +0.9% | +0.3% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - CORE S&P500 ETF | $96.1M | 2.9% | +2% | — | — | — | — | |
| 6 | $72.1M | 2.2% | -3% | -2.0% | 8+ qtrsTrimmed 2 qtrs in a row | 67.5#364 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $68.9M | 2.1% | +8% | — | — | — | — | |
| 8 | ISHARES TR - CORE US AGGBD ET | $64.2M | 1.9% | +6% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $60.4M | 1.8% | +2% | — | — | — | — | |
| 10 | PROSHARES TR - PSHS ULTRA QQQ | $57.4M | 1.7% | +0.0% | — | — | — | — |
All holdings — Focus Financial Network, Inc. (Q3 2026)
772 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Sandisk Corp | Technology | $48.3M | 1.5% | 28K | +42% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $45.6M | 1.4% | 848K | +3% | — | — | 13F |
| 13 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $41.6M | 1.3% | 489K | +2% | — | — | 13F |
| 14 | — | ISHARES TR - 7-10 YR TRSY BDetf/fund | — | $39.6M | 1.2% | 443K | +9% | — | — | 13F |
| 15 | Invesco Ltd. | Financials | $39.0M | 1.2% | 349K | +0.2% | 8+ qtrs | — | 13F | |
| 16 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $35.2M | 1.1% | 783K | +1% | — | — | 13F |
| 17 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $34.4M | 1.0% | 222K | +0.6% | — | — | 13F |
| 18 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $32.5M | 1.0% | 460K | +3% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $31.1M | 0.9% | 61K | -0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alphabet Inc. | Technology | $30.3M | 0.9% | 88K | -2% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $29.1M | 0.9% | 58K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SPDR S&P 500 ETF TRUSTetf/fund | — | $28.1M | 0.8% | 37K | -6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $28.1M | 0.8% | 143K | +4% | — | — | 13F |
| 24 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $27.1M | 0.8% | 440K | +301% | — | — | 13F |
| 25 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $26.4M | 0.8% | 113K | +0.0% | — | — | 13F |
| 26 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $24.8M | 0.8% | 276K | -1% | |||
| 27 | — | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | — | $23.7M | 0.7% | 478K | +4% | |||
| 28 | — | ISHARES TR - RUS MID CAP ETF | — | $23.0M | 0.7% | 216K | -0.6% | |||
| 29 | — | ISHARES TR - S&P 500 GRWT ETF | — | $20.6M | 0.6% | 145K | -0.6% | |||
| 30 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $20.5M | 0.6% | 701K | -1% | |||
| 31 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $20.1M | 0.6% | 603K | +0.4% | |||
| 32 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $19.8M | 0.6% | 333K | +2% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $19.0M | 0.6% | 62K | -4% | |||
| 34 | $IVZ | Invesco Ltd. | Financials | $18.9M | 0.6% | 225K | +4% | |||
| 35 | $IVZ | Invesco Ltd. | Financials | $18.7M | 0.6% | 128K | +2% | |||
| 36 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $18.4M | 0.6% | 453K | +2% | |||
| 37 | $IVZ | Invesco Ltd. | Financials | $18.1M | 0.6% | 222K | +0.7% | |||
| 38 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $17.6M | 0.5% | 586K | -4% | |||
| 39 | — | ISHARES INC - MSCI EMRG CHN | — | $17.3M | 0.5% | 174K | +6% | |||
| 40 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $16.8M | 0.5% | 50K | +4% | |||
| 41 | $WT | WisdomTree, Inc. | Financials | $16.4M | 0.5% | 169K | -0.1% | |||
| 42 | — | ISHARES TR - CORE UNIVRSL USD | — | $15.6M | 0.5% | 354K | +24% | |||
| 43 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $14.6M | 0.4% | 531K | -0.8% | |||
| 44 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $14.3M | 0.4% | 420K | -10% | |||
| 45 | — | ISHARES TR - MSCI INTL MOMENT | — | $14.0M | 0.4% | 266K | +0.6% | |||
| 46 | $IVZ | Invesco Ltd. | Financials | $13.3M | 0.4% | 298K | +1% | |||
| 47 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | — | $13.3M | 0.4% | 400K | +3% | |||
| 48 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $12.4M | 0.4% | 381K | -2% | |||
| 49 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $12.4M | 0.4% | 179K | -0.6% | |||
| 50 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $12.2M | 0.4% | 33K | +0.9% | |||
| 51 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $12.2M | 0.4% | 38K | -0.6% | |||
| 52 | — | ISHARES TR - MSCI USA QLT FCT | — | $11.8M | 0.4% | 53K | -3% | |||
| 53 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $11.6M | 0.3% | 31K | -10% | |||
| 54 | $SGOL | abrdn Gold ETF Trust | Financials | $11.6M | 0.3% | 292K | +3% | |||
| 55 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $11.5M | 0.3% | 273K | +5% | |||
| 56 | $JPM | JPMORGAN CHASE & CO | Financials | $11.5M | 0.3% | 35K | +3% | |||
| 57 | $NVT | nVent Electric plc | Industrials | $11.5M | 0.3% | 71K | -0.4% | |||
| 58 | $GLD | SPDR GOLD TRUST | Financials | $11.3M | 0.3% | 30K | -1.0% | |||
| 59 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $10.8M | 0.3% | 137K | +4% | |||
| 60 | $META | Meta Platforms, Inc. | Technology | $10.8M | 0.3% | 141K | -0.2% | |||
| 61 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | — | $10.5M | 0.3% | 442K | +1% | |||
| 62 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $10.3M | 0.3% | 284K | +3% | |||
| 63 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $10.3M | 0.3% | 15K | -0.5% | |||
| 64 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $9.7M | 0.3% | 199K | +3% | |||
| 65 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $9.7M | 0.3% | 387K | +5% | |||
| 66 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $9.6M | 0.3% | 182K | -20% | |||
| 67 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.5M | 0.3% | 10K | -1% | |||
| 68 | $MMM | 3M CO | Healthcare | $9.1M | 0.3% | 55K | -0.2% | |||
| 69 | $LLY | ELI LILLY & Co | Healthcare | $8.8M | 0.3% | 7,646 | +9% | |||
| 70 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $8.7M | 0.3% | 118K | +0.4% | |||
| 71 | $CAT | CATERPILLAR INC | Industrials | $8.4M | 0.3% | 10K | +4% | |||
| 72 | — | ISHARES TR - S&P 500 VAL ETF | — | $8.4M | 0.3% | 37K | -0.5% | |||
| 73 | — | VANECK ETF TRUST - IG FLOA RATE ETF | — | $8.4M | 0.3% | 327K | +96% | |||
| 74 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | — | $8.0M | 0.2% | 165K | +2% | |||
| 75 | — | ISHARES TR - INTERNATIONAL SL | — | $7.9M | 0.2% | 177K | +8% | |||
| 76 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $7.5M | 0.2% | 150K | +2% | |||
| 77 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $7.4M | 0.2% | 82K | +3% | |||
| 78 | — | ISHARES TR - NATIONAL MUN ETF | — | $7.1M | 0.2% | 71K | -0.6% | |||
| 79 | $AVGO | Broadcom Inc. | Technology | $7.1M | 0.2% | 20K | -3% | |||
| 80 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $7.1M | 0.2% | 173K | +4% | |||
| 81 | $JNJ | JOHNSON & JOHNSON | Healthcare | $6.9M | 0.2% | 26K | -0.9% | |||
| 82 | $META | Meta Platforms, Inc. | Technology | $6.8M | 0.2% | 9,364 | -0.3% | |||
| 83 | — | ISHARES TR - U.S. TECH ETF | — | $6.8M | 0.2% | 26K | +3% | |||
| 84 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $6.7M | 0.2% | 149K | -16% | |||
| 85 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $6.5M | 0.2% | 123K | -23% | |||
| 86 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $6.5M | 0.2% | 83K | +4% | |||
| 87 | — | INVESCO EXCHANGE TRADED FD T - DIVID ACHIEVEV | — | $6.2M | 0.2% | 114K | +0.1% | |||
| 88 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $6.1M | 0.2% | 126K | +61% | |||
| 89 | — | ISHARES TR - MSCI ACWI EX US | — | $6.1M | 0.2% | 80K | +89% | |||
| 90 | $DAL | DELTA AIR LINES, INC. | Industrials | $6.0M | 0.2% | 72K | +0.7% | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $6.0M | 0.2% | 29K | -1% | |||
| 92 | — | ISHARES TR - 1 3 YR TREAS BD | — | $6.0M | 0.2% | 74K | -0.6% | |||
| 93 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $5.8M | 0.2% | 262K | +13% | |||
| 94 | — | ISHARES TR - MSCI USA VALUE | — | $5.8M | 0.2% | 29K | -7% | |||
| 95 | $MU | MICRON TECHNOLOGY INC | Technology | $5.7M | 0.2% | 5,352 | +27% | |||
| 96 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $5.7M | 0.2% | 81K | +2% | |||
| 97 | $IVZ | Invesco Ltd. | Financials | $5.6M | 0.2% | 85K | +0.5% | |||
| 98 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $5.6M | 0.2% | 17K | +7% | |||
| 99 | $XEL | XCEL ENERGY INC | Utilities | $5.5M | 0.2% | 78K | +2% | |||
| 100 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.4M | 0.2% | 15K | -2% | |||
| 101 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $5.4M | 0.2% | 109K | +7% | |||
| 102 | — | ISHARES TR - CORE 40 MODE ETF | — | $5.4M | 0.2% | 111K | +1% | |||
| 103 | — | ISHARES TR - RUS MDCP VAL ETF | — | $5.4M | 0.2% | 34K | +0.4% | |||
| 104 | — | USCF ETF TR - SUMMERHAVEN K1 | — | $5.3M | 0.2% | 170K | +4% | |||
| 105 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $5.3M | 0.2% | 168K | -6% | |||
| 106 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $5.3M | 0.2% | 104K | +2% | |||
| 107 | $GOOG | Alphabet Inc. | Technology | $5.2M | 0.2% | 15K | +4% | |||
| 108 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.0M | 0.1% | 5,587 | -1% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $4.9M | 0.1% | 92K | +4% | |||
| 110 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $4.9M | 0.1% | 98K | +13% | |||
| 111 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $4.7M | 0.1% | 113K | +2% | |||
| 112 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $4.7M | 0.1% | 100K | -11% | |||
| 113 | $IVZ | Invesco Ltd. | Financials | $4.7M | 0.1% | 126K | +0.0% | |||
| 114 | — | COLUMBIA ETF TR II - EM CORE EX ETF | — | $4.7M | 0.1% | 91K | +2% | |||
| 115 | $PANW | Palo Alto Networks Inc | Technology | $4.7M | 0.1% | 12K | +42% | |||
| 116 | — | ISHARES TR - CORE S&P SCP ETF | — | $4.5M | 0.1% | 33K | +0.4% | |||
| 117 | — | ISHARES TR - ISHARES SEMICDTR | — | $4.5M | 0.1% | 7,879 | -10% | |||
| 118 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $4.4M | 0.1% | 43K | +1% | |||
| 119 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | — | $4.3M | 0.1% | 55K | +5% | |||
| 120 | — | ISHARES TR - MSCI USA MIN ETF | — | $4.3M | 0.1% | 44K | +3% | |||
| 121 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $4.2M | 0.1% | 33K | +0.6% | |||
| 122 | $ABBV | AbbVie Inc. | Healthcare | $4.2M | 0.1% | 16K | -0.5% | |||
| 123 | — | ISHARES TR - CORE MSCI EAFE | — | $4.2M | 0.1% | 43K | +171% | |||
| 124 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $4.2M | 0.1% | 32K | +0.4% | |||
| 125 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $4.2M | 0.1% | 68K | -2% | |||
| 126 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $4.1M | 0.1% | 6,747 | +4% | |||
| 127 | $WMT | Walmart Inc. | Consumer Staples | $4.1M | 0.1% | 39K | -0.8% | |||
| 128 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $4.1M | 0.1% | 136K | +6% | |||
| 129 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $4.1M | 0.1% | 52K | +222% | |||
| 130 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $4.1M | 0.1% | 170K | -26% | |||
| 131 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $4.0M | 0.1% | 92K | +0.6% | |||
| 132 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | — | $4.0M | 0.1% | 42K | +80% | |||
| 133 | $IVZ | Invesco Ltd. | Financials | $4.0M | 0.1% | 187K | +0.8% | |||
| 134 | $V | VISA INC. | Financials | $4.0M | 0.1% | 11K | +1% | |||
| 135 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $3.9M | 0.1% | 23K | +2% | |||
| 136 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.9M | 0.1% | 48K | +0.8% | |||
| 137 | $TGT | TARGET CORP | Consumer Staples | $3.9M | 0.1% | 25K | +12% | |||
| 138 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.8M | 0.1% | 35K | +0.9% | |||
| 139 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $3.7M | 0.1% | 62K | -8% | |||
| 140 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.7M | 0.1% | 23K | New | |||
| 141 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $3.7M | 0.1% | 73K | +12% | |||
| 142 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $3.7M | 0.1% | 47K | +2% | |||
| 143 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $3.7M | 0.1% | 73K | +47% | |||
| 144 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.6M | 0.1% | 14K | +301% | |||
| 145 | $FAST | FASTENAL CO | Industrials | $3.6M | 0.1% | 72K | +6% | |||
| 146 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.5M | 0.1% | 7,730 | -12% | |||
| 147 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | — | $3.5M | 0.1% | 105K | +6% | |||
| 148 | — | ISHARES INC - US PWR INFRA ETF | — | $3.4M | 0.1% | 142K | +7% | |||
| 149 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $3.4M | 0.1% | 61K | +2% | |||
| 150 | $WT | WisdomTree, Inc. | Financials | $3.4M | 0.1% | 68K | -8% |
What changed in Q3 2026
Against the previous quarter's 13F: 42 new, 386 added to, 282 trimmed, 32 sold out. Share-count changes; largest moves by dollar size first.
New positions (42)
$XOM.R34088EXXON MOBIL CORP$3.7M
first bought this quarter
- VICTORY PORTFOLIOS II - SHS FR CA FL ETF$1.0M
first bought this quarter
$BARGraniteShares Gold Trust$935K
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$880K
first bought this quarter
- FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP$635K
first bought this quarter
$CBRSCerebras Systems Inc.$598K
first bought this quarter
+36 more in the Excel export
Added to (386)
- SELECT SECTOR SPDR TR - ST STR ENERG ETF+301%
now $27.1M
now $48.3M · held 3 qtrs, 3 adds in a row
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+8%
now $68.9M
- VANECK ETF TRUST - IG FLOA RATE ETF+96%
now $8.4M
- ISHARES TR - CORE US AGGBD ET+6%
now $64.2M
- ISHARES TR - 7-10 YR TRSY BD+9%
now $39.6M
+380 more in the Excel export
Trimmed (282)
$QUBTQuantum Computing Inc.-97%
now $242K
$SPCEVirgin Galactic Holdings, Inc-99%
now $61K
$TERTERADYNE, INC-82%
now $894K · held 2 qtrs
- ISHARES TR - MBS ETF-86%
now $608K
$NOWServiceNow, Inc.-42%
now $3.4M · held 8+ qtrs
- PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF-20%
now $9.6M
+276 more in the Excel export
Holdings by quarter
Every 13F Focus Financial Network, Inc. has filed, 29 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Focus Financial Network's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-1.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 19% over the last 4
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Focus Financial Network, Inc. disclosed 772 positions worth $3.3B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 11.0% of the equity portfolio. During the quarter the fund opened 42 new positions and exited 32 — including a new stake in $XOM.R34088. The portfolio is most concentrated in Other (60.3% of disclosed assets). All figures are sourced directly from Focus Financial Network, Inc.’s Form 13F-HR filing with the SEC under CIK 2010942.
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AI-Powered Hedge Fund Analysis: Focus Financial Network, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Focus Financial Network, Inc. (SEC CIK: 2010942), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Focus Financial Network, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.